See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,347 | $72,277+152.3% | $101,248+80.1% | $79,858+128.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.59% | 22.30%-17.7pp | 46.47%-41.9pp | 31.71%-27.1pp |
| Employer contribution / active EE | $4,675 | $2,692+73.7% | $3,660+27.8% | $2,471+89.2% |
| Participant deferral / active EE | $6,184 | $3,282+88.5% | $4,370+41.5% | $3,740+65.4% |
| Admin fee / account holder | $13,798 | $4,400+213.6% | $5,945+132.1% | $5,306+160.0% |